MAGA vs. SWTSX
Compare and contrast key facts about Point Bridge GOP Stock Tracker ETF (MAGA) and Schwab Total Stock Market Index Fund (SWTSX).
MAGA is a passively managed fund by Point Bridge Capital that tracks the performance of the Point Bridge GOP Stock Tracker Index. It was launched on Sep 6, 2017. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MAGA or SWTSX.
Correlation
The correlation between MAGA and SWTSX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MAGA vs. SWTSX - Performance Comparison
Key characteristics
MAGA:
1.51
SWTSX:
1.81
MAGA:
2.22
SWTSX:
2.44
MAGA:
1.27
SWTSX:
1.33
MAGA:
1.95
SWTSX:
2.80
MAGA:
5.68
SWTSX:
11.18
MAGA:
3.32%
SWTSX:
2.16%
MAGA:
12.43%
SWTSX:
13.20%
MAGA:
-43.17%
SWTSX:
-54.70%
MAGA:
-4.66%
SWTSX:
-1.20%
Returns By Period
In the year-to-date period, MAGA achieves a 4.52% return, which is significantly higher than SWTSX's 3.07% return.
MAGA
4.52%
4.52%
9.58%
19.15%
13.88%
N/A
SWTSX
3.07%
3.07%
14.34%
24.67%
14.45%
12.54%
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MAGA vs. SWTSX - Expense Ratio Comparison
MAGA has a 0.72% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Risk-Adjusted Performance
MAGA vs. SWTSX — Risk-Adjusted Performance Rank
MAGA
SWTSX
MAGA vs. SWTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Point Bridge GOP Stock Tracker ETF (MAGA) and Schwab Total Stock Market Index Fund (SWTSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MAGA vs. SWTSX - Dividend Comparison
MAGA's dividend yield for the trailing twelve months is around 1.13%, less than SWTSX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGA Point Bridge GOP Stock Tracker ETF | 1.13% | 1.18% | 1.60% | 1.33% | 0.69% | 2.59% | 2.19% | 2.14% | 0.43% | 0.00% | 0.00% | 0.00% |
SWTSX Schwab Total Stock Market Index Fund | 1.20% | 1.24% | 1.41% | 1.62% | 1.17% | 1.63% | 1.68% | 2.06% | 1.61% | 1.85% | 1.95% | 1.66% |
Drawdowns
MAGA vs. SWTSX - Drawdown Comparison
The maximum MAGA drawdown since its inception was -43.17%, smaller than the maximum SWTSX drawdown of -54.70%. Use the drawdown chart below to compare losses from any high point for MAGA and SWTSX. For additional features, visit the drawdowns tool.
Volatility
MAGA vs. SWTSX - Volatility Comparison
The current volatility for Point Bridge GOP Stock Tracker ETF (MAGA) is 3.30%, while Schwab Total Stock Market Index Fund (SWTSX) has a volatility of 3.94%. This indicates that MAGA experiences smaller price fluctuations and is considered to be less risky than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.